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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2701
Meridian Investment Counsel
California
$810K -$115K -127 -12%
LRIC
2702
Long Road Investment Counsel
Michigan
$809K +$480K +530 +130%
AFO
2703
Arrowroot Family Office
California
$808K -$770K -850 -48%
HP
2704
Holistic Planning
Texas
$807K -$217K -239 -20%
AF
2705
Avanza Fonder
Sweden
$807K +$848K +936 New
CCA
2706
Conestoga Capital Advisors
Pennsylvania
$806K -$109K -120 -11%
TL
2707
Tradewinds LLC
North Carolina
$806K -$35.3K -39 -4%
BAG
2708
Bridgewealth Advisory Group
California
$806K -$21.7K -24 -3%
EWM
2709
Elevation Wealth Management
Minnesota
$806K +$846K +934 New
AA
2710
Advisory Advocates
Michigan
$806K +$846K +934 New
FFC
2711
First Financial Corp
Indiana
$805K – – –
IWA
2712
Inspirion Wealth Advisors
Illinois
$805K +$78.8K +87 +10%
DFA
2713
Davies Financial Advisors
California
$805K -$1.04M -1,149 -55%
CGA
2714
Crescent Grove Advisors
Illinois
$804K +$223K +246 +36%
AWM
2715
Affinity Wealth Management
Delaware
$804K -$13.6K -15 -2%
HFS
2716
Howard Financial Services
Texas
$802K -$14.5K -16 -2%
MWM
2717
Mascoma Wealth Management
New Hampshire
$802K -$10.9K -12 -1%
TPWA
2718
Twin Peaks Wealth Advisors
California
$801K +$358K +395 +97%
VAG
2719
VisionPoint Advisory Group
Texas
$801K -$206K -227 -20%
LI
2720
LifeWealth Investments
Florida
$800K +$4.53K +5 +0.5%
MEG
2721
Millstone Evans Group
Colorado
$800K – – –
OCPWS
2722
One Charles Private Wealth Services
Massachusetts
$800K -$26.3K -29 -3%
BB
2723
Berkshire Bank
Massachusetts
$799K -$427K -471 -34%
HA
2724
Helium Advisors
Washington
$799K -$142K -157 -14%
CA
2725
Calton & Associates
Florida
$799K +$131K +145 +19%
107 108
109
110 111